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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
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Overview Fund Activity

246 hedge funds and large institutions have $547M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
105
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.7M
2
EWA
2
EP Wealth Advisors
California
$9.74M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$3.85M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.97M
5
PL
5
Plancorp LLC
Missouri
$3.35M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.42M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.8M
4
PO
4
Private Ocean
California
$18.2M
5
OWA
5
Opal Wealth Advisors
New York
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$914K 38,446 +36,863 +2,329%
JBA
102
Johnson Bixby & Associates
Washington
$891K 37,475 -1,491 -4%
GWM
103
Grand Wealth Management
Michigan
$862K 36,259 -29,309 -45%
EH
104
Equitable Holdings
New York
$842K 35,438 +8,135 +30%
Citadel Advisors
105
Citadel Advisors
Florida
$779K 32,770 +32,770 New
AFG
106
Albion Financial Group
Utah
$778K 32,722 -70 -0.2%
LGWM
107
Litman Gregory Wealth Management
California
$770K 32,405 +4,200 +15%
FCIM
108
Fairview Capital Investment Management
California
$739K 31,100 +25 +0.1%
DC
109
Davenport & Co
Virginia
$735K 30,903 – –
FMWA
110
Forvis Mazars Wealth Advisors
Missouri
$734K 30,874 -3,815 -11%
PP
111
PrairieView Partners
Minnesota
$731K 30,784 +676 +2%
CCM
112
Colorado Capital Management
Colorado
$725K 30,488 +30,488 New
William Blair & Company
113
William Blair & Company
Illinois
$724K 30,465 +108 +0.4%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$712K 29,941 -336 -1%
LFA
115
Level Financial Advisors
New York
$704K 29,622 -15,706 -35%
UB
116
UMB Bank
Missouri
$660K 27,781 -5,841 -17%
VWA
117
VERITY Wealth Advisors
United States
$658K 27,697 +1,881 +7%
PHIC
118
Pine Haven Investment Counsel
Massachusetts
$654K 27,525 +2,896 +12%
WT
119
Whittier Trust
California
$616K 25,903 -7,700 -23%
ODIJL
120
One Day In July LLC
Vermont
$611K 25,695 – –
BWM
121
Baystate Wealth Management
Massachusetts
$606K 25,478 -2,603 -9%
FPAS
122
Focus Partners Advisor Solutions
Missouri
$562K 23,654 +3,666 +18%
MMA
123
Miracle Mile Advisors
California
$557K 23,445 -5,274 -18%
CI
124
CX Institutional
Indiana
$553K 23,337 -11,513 -33%
LFG
125
Larson Financial Group
Missouri
$532K 22,363 +315 +1%
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5
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